Viewing the Bid Letting Overview PowerBI Report

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Viewing the Bid Letting Overview PowerBI Report

A business intelligence report summarizes or analyzes data, enabling you to draw insights and make effective decisions. Agencies can configure these reports in many ways, from simple summaries, data tables, and charts, to a list of strategic action items based on data analysis.

On the Bid Letting Overview, choose Letting PowerBI Report from the component Actions menu to access the Viewing the Bid Letting Overview PowerBI Report.

The Bid Letting Overview PowerBI Report contains the following tabs:

Letting Data	Access letting and proposal information. See On the Letting Data tab.
Proposal Locations	Access location information for proposals. See On the Proposal Locations tab.

On the Letting Data tab

Letting Date and Proposal Filters

You can tailor the lettings and proposals that display on the dashboard using these criteria:

Select a start and end date to filter bid lettings.
Select Show Last 12 Months to display bid lettings with a Letting Date within the last 12 months.
Select Show Only Unassigned Proposals to filter for proposals that have not been assigned to a bid letting.
Select Exclude Unassigned Proposals to filter out proposals that have not been assigned to a bid letting.

Hover your mouse over the filter section and click the Clear Selections icon to remove all filters.

Lettings by Date

View a list of bid lettings with letting dates that match the filters you select. Click a column header to sort by Name or Letting Date. Click a letting row to drill down to the proposals it includes. Click the same row again to drill up to all data that match the filters you select.

Proposals by Workflow Phase

View a list of workflow phases and the number of proposals in each phase, for bid lettings that match the filters you select. Click a column header to sort by Workflow Phase or number of proposals. Click a workflow phase row to drill down to the proposals currently in that phase. Click the same row again to drill up to all data that match the filters you select.

Proposal Funding chart

Compare the total estimated amount to the total awarded amount for both federal and non-federal proposals that match the filters you select. Click a bar to drill down to the estimated or awarded proposals by type. Click the same bar again to drill up to all data that match the filters you select.

Proposals list

View a list of proposals included in bid lettings that match the filters you select. Click a column header to sort the list by these fields:

Name
Description
Status
Days to Letting
County

District
Valid Bidders
Awarded Amount
Estimated Amount
Is Cost Plus Time

Click a row to drill down to a single proposal. Click the same row again to drill up to all data that match the filters you select.

Viewing Proposals on the Location Map

To view proposals on the location map:

Select filters to tailor your data set. See Letting Date and Proposal Filters.
Drill down on a bid letting, workflow phase, or proposal. See Lettings by Date, Proposals by Workflow Phase, and Proposals list.
Click the View Proposal Location Map button.

On the Proposal Locations tab

Locations Map

View the location for each proposal in your data set. Click and drag to position the map. Use the Zoom In and Zoom Out buttons to focus on locations important for your analysis.

Hover your mouse over the map section and click the Focus icon to maximize your view of the information.

Proposals on the Map

View the list of proposals that display on the Locations Map. Click a column header to sort the list by these fields:

Name	Description

Click a row to drill down to a single proposal. Click the same row again to drill up to all data that match the filters you select.

Ideas for Analysis

Compare two sets of proposals

Select filters to tailor your data set. See Letting Date and Proposal Filters.
Drill down on a bid letting, workflow phase, or proposal. See Lettings by Date, Proposals by Workflow Phase, and Proposals list.
Click the View Proposal Location Map button.

The list of proposals on the map displays your first set of criteria.
To select the second set of criteria, click either the Return to Letting Data button or the Letting Data tab.
Select filters to tailor your data set.
Drill down on a bid letting, workflow phase, or proposal.

The proposals list displays your second set of criteria.
Click the Proposal Locations tab to review your first set of criteria and the Letting Data tab to review your second set of criteria. Compare the proposals in each set.

The system retains the first set of criteria on the Proposal Locations tab until you click the View Proposal Location Map button.

Export PowerBI report data to Excel

To export information from any section of the report:

Hover your mouse over the map section and click the More Actions icon.
Select Export data.
Click the File format field and select .xlsx (Excel 150,000-row max).
Click the Export button.

The system downloads the .xlsx file to your local computer.

Determine total proposals and total dollars for lettings over the past twelve months

In the Letting Date and Proposal Filters section, select the Show Last 12 Months field. See Letting Date and Proposal Filters.

The total number of lettings and proposals display.
In the Proposals Funding section, the Total Estimated Amount and Total Awarded Amount display.

View current workload by workflow status

Select filters to tailor your data set. See Letting Date and Proposal Filters.

The Proposals by Workflow Phase section displays the number of proposals currently in each workflow phase.
In the Proposals by Workflow Phase section, drill down on a workflow phase. See Proposals by Workflow Phase

The Proposals list displays the proposals currently in the workflow phase you selected. See Proposals list.

Customizing Standard AP Dashboard Reports

Agency employees use a variety of reports to ensure safe roadways comply with all federal, state, and local regulations. AASHTOWare Project Dashboards provide agencies the flexibility to distribute tailored analysis results to employees who need that information for their work. With the analysis results at their fingertips, employees can focus on actions needed to ensure safety and compliance.

Using AASHTOWare Project together with Microsoft Azure and Microsoft Power BI, you can begin with one dashboard, and build others as needed to support various user roles. See the Configuring Dashboards chapter in the System Administration Customization Guide, available in the AASHTOWare_Project zipped installation file.